“Already started building positions in a few of these”
Why the SaaS crash is a massive gift (The Peter Lynch Play)
SaaS giant trading at depressed valuation due to AI panic. Next two earnings will likely show fundamentals intact and growth continuing despite market fears. Tax-loss harvesting selling in Q4 presents a buying opportunity before eventual price recovery.
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SaaS Reality
Salesforce is among enterprise SaaS leaders consistently beating earnings and raising guidance with AI-driven growth. Trading at historically low valuations relative to fundamentals—lower prices than 8 years ago despite 3-6x revenue growth—it represents a sound buy as the market has decoupled from operational reality.
At post $151.51·Now $248.57+64.1% since postedas of Oct 23, 4:45 PM ET
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$CRMr/wallstreetbetsDiscussionbullish u/killerdwag · 162d ago3 prior · 75% at 3mo Long CRM $165C exp Jan 21 · 1 contract
SaaSpocalypse canceled?
Long call position betting on Salesforce earnings beat to drive upside; undervalued at current levels with depressed sentiment creating favorable risk-reward for Jan 2028 upside.
At post $166.86·Now $248.57+49.0% since postedas of Oct 23, 4:45 PM ET
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$CRMr/wallstreetbetsDiscussionbullish u/killerdwag · 162d ago3 prior · 75% at 3mo SaaSpocalypse canceled?
Salesforce is down 34% YTD with depressed expectations heading into earnings, creating a high-probability setup for a positive beat to reverse the narrative around software stocks and reignite sector rotation away from semis.
At post $166.86·Now $248.57+49.0% since postedas of Oct 23, 4:45 PM ET
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$CRMr/wallstreetbetsDiscussionneutral u/Tornagh · 176d ago1 prior · 100% at 3mo AI usage revenue is valued at lower multiples than subscription revenue
Salesforce's valuation has been pressured by its transition to usage-based licensing for AI use cases, which justifiably command lower revenue multiples than traditional subscription models. The author does not take a directional view on Salesforce recovery.
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I’ve invested $2m in SaaS stocks. This is why.
SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants.
At post $177.39·Now $248.57+40.1% since postedas of Oct 23, 4:45 PM ET
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The SaaS reversal will be glorious
SaaS selloff is an overreaction driven by weak hands and algorithmic selling despite solid earnings. Current valuations represent attractive entry points similar to Meta and Google; stronger SaaS companies will benefit from AI adoption through consumption-based pricing models.
At post $172.55·Now $248.57+44.1% since postedas of Oct 23, 4:45 PM ET
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$CRMr/ValueInvestingDiscussionbullish u/JlNxTonic · 262d ago2 prior · 0% at 3mo The sell-off in Software the last months is unlike i have ever seen since the financial crisis. Where are opportunities?
Software sector is experiencing indiscriminate selling at multi-year lows and decade-low valuations. Author bought CRM, viewing the current capitulation as a generational buying opportunity.
At post $195.04·Now $248.57+27.4% since postedas of Oct 23, 4:45 PM ET
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Why Adobe, Salesforce, and SaaS in general are just beginning their decline
Salesforce faces erosion of its competitive moat via death by a thousand cuts from small competitors as AI-driven software development reduces engineering differentiation. The company's success increasingly depends on service value rather than platform quality, a transition that may prove difficult.
At post $227.84·Now $248.57+9.1% since postedas of Oct 23, 4:45 PM ET
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